UNIVERSITY OF EXETER US FOUNDATION S298 (EIN 471604216) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

Douglas Ebanks

Phone

3474330639

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY OF EXETER US FOUNDATION S298, founded in 2014, is a small nonprofit in the Education sector that reported $335K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $185K, a strong 55% operating margin.

Mission

THE PRIMARY OBJECTIVE OF THE ORGANIZATION IS TO PROMOTE EDUCATION BY SOLICITING FINANCIAL SUPPORT IN THE USA AND ELSEWHERE AND USING SUCH SUPPORT TO FUND EDUCATIONAL PROGRAMS AND PROJECTS. OR TO INSTITUTE EDUCATIONAL PROJECTS OR PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $330,596

Program Service Revenue $0

Investment Income $0

Other Revenue $4,072

TOTAL REVENUE $334,668

Expense Breakdown

Grants Paid $146,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,545

Other Expenses $3,258

TOTAL EXPENSES $149,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,668	$696,405	-0.5%
Expenses	$149,803	$657,533	-0.8%
Net Income	$184,865	$38,872	+3.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRAHAM HILL	PRESIDENT	1.5	Officer Director	$0	$0	$0
DOUGLAS EBANKS	DIRECTOR & TREASURER	2	Officer Director	$0	$0	$0
JONO DAVIS	DIRECTOR & SECRETARY	0.5	Officer Director	$0	$0	$0
HOWARD APPLEBY	DIRECTOR	0	Director	$0	$0	$0
NEIL NUTTALL	DIRECTOR	0	Director	$0	$0	$0
NORAH ODWESSO	DIRECTOR	0	Director	$0	$0	$0
SHAUN CURTIS	ASSISTANT SECRETARY	0.5	Officer	$0	$0	$0
ANDREW CONNELLY	ASSISTANT TREASURER	0.25	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$334,668	$149,803	$252,817	$184,865
2022	$712,094	$657,542	$67,939	$54,552
2021	$148,916	$216,412	$13,387	$-67,496
2020	$101,690	$61,004	$80,883	$40,686
2019	$102,991	$134,571	$40,197	$-31,580
2018	$102,247	$96,143	$71,777	$6,104

UNIVERSITY OF EXETER US FOUNDATION S298